See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
GREGORY, SHARER & STUART, PA3+ years Service code 10 100 2ND AVENUE SOUTH · ST PETERSBURG, FL 33701 | Accounting | $12,000 |
ACEC RETIREMENT TRUST3+ years Service code 99 5801 TROTTER LANE · WEST BLOOMFIELD, MI 48322 | Other Fees | $9,898 |
MATTHEWS BENEFIT GROUP, INC.3+ years Service code 13 | Contract Administrator | $8,166 |
MATTHEWS BENEFIT GROUP, INC.3+ years Filed as: MATTHEWS BENEFIT GROUP, INC Service code 13 701 94TH AVENUE NORTH SUITE 200 · ST PETERSBURG, FL 33702 | Contract Administrator | $2,750 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $45 |
Filed as: GREAT-WEST LIFE & ANNUITY INSURACE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | -$4,825 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,016 | $85,766-4.4% | $136,294-39.8% | $70,131+16.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 18.03% | 31.45%-13.4pp | 5155.94%-5137.9pp | 73.14%-55.1pp |
| Employer contribution / active EE | $462 | $2,966-84.4% | $4,695-90.2% | $2,342-80.3% |
| Participant deferral / active EE | $3,716 | $5,051-26.4% | $6,247-40.5% | $3,332+11.5% |
| Admin fee / account holder | $150 | $5,420-97.2% | $9,243-98.4% | $4,645-96.8% |